Windsor Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,492
| Closed | -$2.29M | – | 200 |
|
|
2020
Q4 | $2.29M | Sell |
19,492
-624
| -3% | -$73.4K | 0.58% | 35 |
|
|
2020
Q3 | $2.36M | Sell |
20,116
-2,521
| -11% | -$296K | 0.69% | 35 |
|
|
2020
Q2 | $2.67M | Sell |
22,637
-2,379
| -10% | -$280K | 0.85% | 27 |
|
|
2020
Q1 | $2.87M | Sell |
25,016
-6,398
| -20% | -$734K | 1.16% | 21 |
|
|
2019
Q4 | $3.54M | Buy |
31,414
+7,560
| +32% | +$852K | 1.3% | 17 |
|
|
2019
Q3 | $2.71M | Buy |
+23,854
| New | +$2.71M | 1.18% | 17 |
|